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AIA

AIMZ Investment Advisors Portfolio holdings

AUM $324M
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
+8.67%
1 Year Est. Return
+18.77%
3 Year Est. Return
+63.89%
5 Year Est. Return
+85.69%
10 Year Est. Return
+323.36%
AUM
$319M
AUM Growth
+$20M
Cap. Flow
+$361K
Cap. Flow %
0.11%
Top 10 Hldgs %
35.62%
Holding
131
New
1
Increased
18
Reduced
55
Closed
3

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$2.19M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$505K
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$442K
4
VTV icon
Vanguard Morningstar Value ETF
VTV
+$432K
5
VHT icon
Vanguard Health Care ETF
VHT
+$419K

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$553K
2
WBA
Walgreens Boots Alliance
WBA
+$481K
3
META icon
Meta Platforms (Facebook)
META
+$464K
4
HDV
iShares Core High Dividend ETF
HDV
+$209K
5
TXN icon
Texas Instruments
TXN
+$202K

Sector Composition

Rank Sector Weight
1 Technology 32.89%
2 Healthcare 23.99%
3 Communication Services 13.57%
4 Industrials 8.41%
5 Financials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBAY icon
76
eBay
EBAY
$49.8B
$813K 0.26%
8,938
+1
+0% +$88
WIT icon
77
Wipro
WIT
$20B
$770K 0.24%
292,841
-805
-0.3% -$2.27K
USMV icon
78
iShares MSCI USA Min Vol Factor ETF
USMV
$24.2B
$763K 0.24%
8,024
– –
HIPO icon
79
Hippo Holdings
HIPO
$861M
$731K 0.23%
20,210
– –
MMM icon
80
3M
MMM
$94.3B
$728K 0.23%
4,693
– –
COST icon
81
Costco
COST
$420B
$689K 0.22%
744
+14
+2% +$13.4K
MRVL icon
82
Marvell Technology
MRVL
$196B
$649K 0.2%
7,722
-200
-3% -$14.7K
DLTR icon
83
Dollar Tree
DLTR
$25.2B
$644K 0.2%
6,820
-25
-0.4% -$2.67K
SPY icon
84
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$616K 0.19%
925
– –
QQQ icon
85
Invesco QQQ Trust
QQQ
$484B
$606K 0.19%
1,010
– –
HLN icon
86
Haleon
HLN
$44.2B
$566K 0.18%
63,128
-1,429
-2% -$13.8K
UPS icon
87
United Parcel Service
UPS
$88.9B
$564K 0.18%
6,750
– –
VEU icon
88
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$557K 0.17%
7,803
-1,079
-12% -$74.5K
ADP icon
89
Automatic Data Processing
ADP
$108B
$495K 0.16%
1,685
– –
MCD icon
90
McDonald's
MCD
$195B
$494K 0.16%
1,627
– –
PRFZ icon
91
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.89B
$477K 0.15%
10,500
– –
CPRI icon
92
Capri Holdings
CPRI
$1.74B
$464K 0.15%
23,285
-500
-2% -$10K
WAL icon
93
Western Alliance Bancorporation
WAL
$8.87B
$457K 0.14%
5,271
– –
LLY icon
94
Eli Lilly
LLY
$1.06T
$446K 0.14%
584
– –
ISRG icon
95
Intuitive Surgical
ISRG
$134B
$443K 0.14%
990
– –
SRE icon
96
Sempra
SRE
$54.8B
$442K 0.14%
4,910
– –
AVGO icon
97
Broadcom
AVGO
$2.04T
$426K 0.13%
1,290
– –
PPL
98
PPL Corp
PPL
$26.7B
$422K 0.13%
11,367
– –
V icon
99
Visa
V
$677B
$411K 0.13%
1,204
– –
AMAT icon
100
Applied Materials
AMAT
$428B
$405K 0.13%
1,980
-75
-4% -$13.6K
2 3
4
5 6

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TM
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THCM
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WG
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DMC
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BEP
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AIMZ Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, AIMZ Investment Advisors held 131 positions worth $319M, up 6.7% from $299M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.1%. AIMZ Investment Advisors opened 1 new position and exited 3, leaving the 131-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 34% a quarter earlier, followed by Healthcare and Communication Services.

  • AIMZ Investment Advisors's largest Q3 2025 buy was Vanguard Morningstar Small-Cap Value ETF: 1,015 shares worth $212K.
  • AIMZ Investment Advisors added most to UnitedHealth in Q3 2025, an estimated $2.19M increase.
  • AIMZ Investment Advisors's biggest Q3 2025 reduction was Alphabet (Google) Class C, cutting an estimated $553K.
  • AIMZ Investment Advisors fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $481K.
  • AIMZ Investment Advisors's ten largest holdings make up 36% of its $319M portfolio in Q3 2025.
  • AIMZ Investment Advisors opened 1 new position and closed 3 in Q3 2025.
  • AIMZ Investment Advisors's portfolio value rose 6.7% quarter-over-quarter to $319M.

Based on AIMZ Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.